The driving forces behind the energy transition remain intact despite multiple macro-economic crises, believes Schroders.
Category: Equities
Inverted yield curve muddies recession outlook
But equity investors should not be running for cover yet, according to optimistic asset managers.
JPMAM favours Asia cyclical stocks and infrastructure
Asian equities are poised to bounce back as economies reopen, says the asset manager’s Apac strategist.
Indian equities offer opportunities
Exposures to India will help stock pickers to add alpha, according to Eastspring Investments.
UBS GWM bets on offshore Chinese equities
The wealth manger expects China tech stocks to prove resilient amid rising geopolitical risks.
Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities.
UOBAM launches ESG fund for Malaysian retail investors
The fund provides access to companies in Europe, Australasia and Far East.
Rising spending power in Asia generates opportunities
JP Morgan Asset Management remains confident about structural trends in the region.
Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.
T Rowe Price maintains overweight on Chinese equities
Beijing’s monetary easing policies could make China markets a profitable contrarian trade.
